Wellington-Altus USA’s Toyota TM Stock Holding History

Wellington-Altus USA’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.2K	Hold	93	–	–	0.01%	507
2026 Q1	$15.7K	Buy	93 +27	+41%	+$6.1K	0.01%	567
2025 Q4	$14.1K	Buy	+66	New	+$13.4K	0.01%	545

Other funds holding TM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wellington-Altus USA's TM Position: Q2 2026 in Review

Wellington-Altus USA held its Toyota (TM) position steady in Q2 2026 at 93 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #507.

Wellington-Altus USA first reported a position in TM in Q4 2025 and has held it in 3 quarters since. 644 funds tracked by Wall St. Rank hold TM as of Q2 2026.

Wellington-Altus USA held 93 shares of Toyota worth $19.2K as of Q2 2026.
Wellington-Altus USA left its Toyota share count unchanged in Q2 2026.
Toyota made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #507 holding.
Wellington-Altus USA first reported a position in Toyota in Q4 2025 and has held it in 3 quarters since.
644 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.